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We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
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We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time. CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. Bachelor's degree in Finance, Accounting or related field; JD degree a plus.
$85,000 - $120,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Administer various types of trusts and estates. Stay current on trust, tax, and probate laws and regulation. Provide clients clear explanations and guidance on trust accounts and estate planning strategies.
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This is an excellent position if you are looking to advance your career in wealth management and trust services. In-depth knowledge of fiduciary and trust activities. Determine trust beneficiaries and distributions; execute investment and payout decisions.
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At least 5 years of experience in trust or estate administration. Work closely with investment advisors on developing and implementing investment plans. Manage communications with beneficiaries, executors, attorneys and other related parties.
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Qualified professionals should apply directly for consideration or email resume to. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
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Client Care Specialist - Day Program Services. Certified Home Health Aide (CHHA), Certified Nursing Assistant (CNA), Licensed Nursing Assistant (LNA), Personal Care Aide (PCA), Patient Care Tech (PCT), Direct Support Professional(DSP) - preferred, not required.
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Serve as a customer service representative of the SBDC as it relates to the client experience and engagement with SBDC Stakeholders. Additional major job functions will include research for clients, participate in client sessions and other client projects conducted by the SBDC, work on SBDC client services projects as needed.
$14.5ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience with ARM architectures, Raspberry Pi, Nvidia Jetson and other embedded platforms preferred·Knowledge of Visual Studio This is an exciting opportunity for a skilled Senior Software Engineer to contribute to cutting-edge projects in fast growing company supporting consumer and defense drone development.
$130,000 - $200,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Ameriprise Financial is an equal opportunity employer. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
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Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show-coach client facing associates. Educate and coach client-facing Wealth Management associates on TIAA’s solutions and tools within the framework of TIAA’s Client Engagement Model.
$160,000 - $170,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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POSITION SUMMARYThe Client Care Coordinator (CCC) I/II/III will coordinate services for adults, youth, children and families at Maniilaq Counseling and Recovery Center. Within one year all CCCs must have acquired the skills to be eligible for CCC II. Client Care Coordinator II (CCCII):Has met all the skills and requirements of CCCI I. Must have learned, practiced, and been evaluated enough to be considered proficient by the direct supervisor, and willing to take on all the responsibilities and duties listed under general and either telemedicine or billing (as needed.
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Pain Management Opportunity in the Midwest. Looking for a fellowship trained, Interventional pain management physician. Outdoor Recreation: Endless number of nearby parks, trails, and lakes with activities like hiking, biking, fishing, and winter sports year-round.
$480,000 - $500,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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If you're a Paralegal with probate, estate planning, and corporate law experience, please check out this opportunity! Conduct client interviews to gather information and understand their specific needs and goals in regards to probate and estate planning.
$20 - $30 an hourFull-timeExpandApply NowActive JobUpdated Today
opportunity client jobs Company: Appleone
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